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Articles tagged "using_portal" returned 244 results.
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Retired Versions
...database if you are currently using it. Gold-Vision 8 includes modern security controls and a much improved user interface and integrations. Please get in touch with us on support@gold-vision.com should...
Connect Email Design Tool Changes 2023
...in the legacy design tool. New templates can only be created using the new drag and drop designer. Campaigns created in CRM can include a mixture of both legacy and...
Brand Settings
Access the Settings using the Settings Cog on the right-hand side: Close modal You can rename your brand in the first section. Sending Emails Default Settings These fields allow you...
Template Preview
...you will be able to switch between different device views (mobile, tablet and desktop): Close modal As well as using the Preview Template function, it’s always a good idea...
Adding & Viewing Engagement Scores
Adding Engagement Scores When adding a note to the Correspondence area you can select a score using the Score Change arrow keys. In this video we will show you how...
Email Design
...start from scratch using Layouts or Themes. Close modal Info See Design Tools and functionality to find out more information about using the designer for your Emails. You will then...
Configuring the Adobe Sign Integration
...from almost any item by using predefined Word Templates (.dot) files. The template file may contain Gold-Vision “tags”, which are substituted with the corresponding item data – for example name...
Product News
...View recommended requirements for Gold-Vision installation. Gold-Vision Connect Whitelisting How to improve deliverability using Connect Apache Log4j Gold-Vision CRM is not run within an Apache environment Modern Authentication Overview Gold-Vision...
Gold-Vision Technical Requirements
...for Internet Explorer ends on 15 June 2022. Gold-Vision will no longer be supported using Internet Explorer. Click for more information from Microsoft We recommend that your operating system and...
Discounts, Price Lists, Financial Entities
Discounts Discounts can be applied to individual products using the inline edit feature. Close modal Discount % – will automatically update Net Price Unit Price – will automatically update Discount...
